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Go to the reporting module and select the Follow Up Work Flow report, and select preview.

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1. Select the stages that you wish to include in the report: i. E.eg. ONLY jobs in administration stageonly Admin jobs.
2. Select the region/division you wish to show in the report
3. Select the field criteria tab.

Add the following field criteria from CRM → follow up, and input the following as per images:

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Essentially what that will give is all follow ups in admin stage, with a follow up to the report.

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1. Select the Client Relationship Management group from the available list.
2. Select the Follow Up folder.
3. Select the 'Follow Up Date' field, press the >> button.
4. Use a single date operation less than or equal to and today (will give anything with a due date less than or equal to today

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1. , i.e. overdue).
2. Press OK.

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1. From the same list as before, select the follow up complete date

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1. .
2. Press the >> button.
3. Tick 'must be empty'.
4. Press OK.

Saving the report profile.

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1. On the advanced tab, add in a title for the report.
2. Add in a description for the report (what the report is showing - follow ups overdue for jobs in Admin stage).
3. Press the save button to create a new profile.

After these criteria have been added, you can select OK to generate the report.